Industry Voice
RWC Explains: When, and why, does value investing work?
Partner Insight: Markets have observed a trend towards quality growth over the past decade driven by the fact many investors sought growth in a world of secular stagnation. This combined with monetary policy initiatives such as falling interest rates...
AMITY INSIGHT: The Waste Problem
From “Take, Make & Dispose” to a Circular Approach THE WASTE PROBLEM
Capital markets research and modelling: Is this the engine of a multi-asset portfolio?
Partner Insight: As the universe of multi-asset solutions continues to grow, the key to delivering long-term, stable returns often relies on how well the underlying drivers of risk and return are understood and managed in a portfolio. But how easy is...
Can a stockpicker make real returns in US equity? Infographic
Industry Voice: US equity is a tricky market for stockpickers.
The traditional approach of combining bonds and equities in a portfolio is not necessarily the best way to improve risk-adjusted returns
Partner Insight: Over the past five years, global markets have performed well in the shadow of significant event risk, from the Chinese banking liquidity crisis of 2013 to the volatility caused by the threat of a global trade war (amongst other issues)...
New regulation responsible for outsourcing boom - Architas' Bampton
Partner Insight: The rise in demand for DFM and multi manager solutions has been largely driven by new mandates from the regulator, says James Bampton, head of UK intermediary distribution at Architas
Brexit: What to Watch as Talks Heat Up
Industry Voice: With Brexit talks breaking down late on Sunday night in Brussels over the Irish border, investors may be wondering how to best navigate the next few weeks and months. Our assessment is that a number of UK assets have already priced in...
Blurred lines: PPMG's Andy Brown on why the rules are less clearly defined for multi-asset funds today
Partner Insight: Multi-asset is evolving from straight forward cautious and balanced outlooks to outcome-orientated and targeted-return strategies. But as investors enter a new era of quantitative tightening, a focus on traditional, long-term metrics...
UK inflation: Stronger than expected; raising questions for the Bank of England
Industry Voice: There was bad news for the consumer as inflation moved higher in August, now rising at a faster pace than some measures of pay growth.
Value - the bad, the good and the exceptional
Industry Voice: As the growth vs value debate rumbles on and markets become increasingly polarised, Jeremy Podger outlines the importance of taking a more pragmatic and balanced view. He discusses value traps - and opportunities - and reveals how this...
Fidelity's Alex Wright: 'Risk is important in the investment process, but I don't see it as a variability or volatility'
Partner Insight: Fidelity portfolio manager Alex Wright on how he deals with negative market sentiment and why he approaches risk in a different way to his peers
How to prepare portfolios for Brexit when you don't know what Brexit is
Industry Voice: Brexit is, at least, a 'known unknown'.
How can investors identify 'real' value stocks?
Partner Insight: Wright illustrates how the Fidelity Special Situations fund works in practice by referencing the fund's significant investment in Irish housebuilder Cairn Homes, which is focused on building homes in Dublin and its surrounding suburbs....
In conversation with advisers: plan for succession
Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London to discuss how you would plan an 'exit strategy' for your business, if the situation arose.
Why low cost bond ETFs are wealth managers' new favourite tool
Industry Voice: Fixed income ETFs have seen more than €8bn inflows so far in 2018 - one of the fastest growing segments. Lyxor ETF looks at why wealth managers are turning to low cost bond funds.
Partly cloudy, with sunny spells
Industry Voice: It's no secret that there are growing headwinds facing the global economy, but while it is becoming easy to focus on issues such as trade wars and the decoupling of US markets from the rest of the world, we are ever mindful that with uncertainty...
Argentina seeks accelerated IMF disbursements
INDUSTRY VOICE: After a volatile month for emerging markets in aggregate, and for Argentina in particular, it is worth revisiting what has happened.
Fidelity Special Situations: A disciplined three-stage investment process that has led to outstanding success
Partner Insight: The fund follows a bottom-up approach to choose the 100 or so stocks that form the portfolio. Specifically, Wright invests using a three-stage cycle - when stocks enter the portfolio at stage one they will have been through a tough period,...
In conversation with advisers: Going digital if your clients desire it
Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss offering digital services to clients.
In conversation with advisers: keeping fees transparent
Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss the issue of fee transparency in relation to clients.
In conversation with advisers: outsourcing to the specialists
Partner Insight: Cathi Harrison, owner and director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss outsourcing to specialists.
Asia Dividends: Multi-year potential beyond short-term volatility
INDUSTRY VOICE: Income investors overlook Asia ex-Japan at their peril. Strong revenues indicate rising dividends should be a long-term structural trend.
Overriding market negativity to identify stocks with the best potential upside
Partner Insight: Alex Wright explains how he has honed his value contrarian approach to investing in the Fidelity Special Situations Fund and why the potential to lose money is often lower than in traditional funds
In conversation with advisers: staying on top of regulatory risk
Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss how to stay on top of regulatory risk.
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